Market Views Equity Global Equity
Appetite for destruction
With obesity rates soaring and GLP-1 weight-loss drugs revolutionising the pharmaceutical space, what does this mean for investors? How are...
20 March 2025
Keep readingFrom current affairs to policy matters, from economy to market and financial insights – don’t miss the latest insights from the voices of our experts.
Market Views Equity Global Equity
With obesity rates soaring and GLP-1 weight-loss drugs revolutionising the pharmaceutical space, what does this mean for investors? How are...
20 March 2025
Keep reading“You wouldn’t be doing your fiduciary duty as an investor if you decided to ignore the financial sector altogether because...
18 March 2025
Keep readingThere is a general sense of great optimism, but also heightened geopolitical concerns. Americans are extremely positive, while Europe is...
24 January 2025
Keep readingMarket Views Equity Financials
2024 was an exceptional year for global financials, driven by political events like elections in India, France, and the US,...
12 December 2024
Keep readingMarket Views Equity Global Equity
For 2025, key themes are quality, focus, and selectivity. In the US, opportunities lie beyond the “Magnificent Seven” amid narrowing...
10 December 2024
Keep readingMarket Views Credit Global Credit
The 2025 macroeconomic landscape will be shaped by U.S. policy uncertainty following Trump’s return to the presidency. Fiscal expansion, trade...
4 December 2024
Keep readingIn the US markets, caution is advised, although the appointment of Scott Bessent as Treasury Secretary is seen as a...
25 November 2024
Keep readingMarket Views Equity Global Equity
Women are more likely to have lower incomes compared to men, a disparity rooted in systemic inequalities in the labor...
13 November 2024
Keep readingMarket Views Credit Global Credit
In 2024, the markets tried to guess what the world would look like after the big rate hikes of 2022-23....
17 October 2024
Keep readingMarket Views Credit Global Credit
In Europe the economy is slowing, the ECB is behind the curve and will need to cut rates; meanwhile, the...
15 October 2024
Keep readingMarket Views Equity Global Equity
In their latest Clean Alpha | Not just another brick in the wall report, the global equity team at Algebris...
19 September 2024
Keep readingMarket Views Equity Financials
Over the recent days, global markets have been in turmoil, with the Japanese stock market taking the hardest hit on...
6 August 2024
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